Features on the Edit tab

Edit a document On the Edit tab, in the Edit group click Edit to change the document.

Remove a document On the Edit tab in the Edit group click Delete to remove the selected document from the document list on the right side.

Add a document to the favorite folder On the Edit tab, in the Edit group click Mark as favorite. On the left, in the document view, click Favorite to see the marked document.

The created favorite view is not visible for other users.

Copy and paste Create quickly documents with the help of Copy and Paste feature on the Edit tab in the Edit group.

Open a document Choose one document from the document list on the right side. On the Edit tab in the Edit group click Open.

You need the administrator permission to open the document.

Send a document via email On the Edit tab, in the Documents group click Send As Mail. In the drop-down list select Send Link(s), if you want to send only document path, or Send Document(s) to send the document as an attachment.

Create a new subfolder Choose a folder from the document folder tree view on the left side. On the Edit tab, in the Documents group click New Folder. In the Create New Folder dialog box type a new name and click OK.

For more options on how to create a new subfolder, see Create a new subfolder. InLoox PM creates automatically a new subfolder in the document folder view.

Open a document folder On the Edit tab, in the Documents group click Open Folder to open the document folder in Windows Explorer or the web browser (in the case of a SharePoint document library).

Features on the View tab

Print a document list On the View tab, in the Common group click Print to start the quick print feature of the document list on the right side.

Features on the Settings tab

Delete the document folder pathOn the Edit tab, in the Documents group click . InLoox PM selects the document folder anew according to the document folder rule as soon as a new document is added to the project.

Update Document List Refreshes the document folder view and the document list by reading all entries of the file store or SharePoint system. This feature is available on the Edit tab, in the Documents group.

Information rules in the document list

If the element was added to the project using the button Add to Project the following is also included: Outlook sender, Outlook topic, Outlook received on. For more information see Add Outlook elements to InLoox PM.

If the project document folder is a SharePoint document library, the following is also included: SharePoint author, SharePoint operator, SharePoint document library, SharePoint site, SharePoint subfolder.

Information rules in the preview area

Choose a document from the document list in order to see it in the preview area. The preview area allows you to see the whole document with several pages.

Use Copy and Paste features in the document, on the preview area.

Features in the context menu

The context menu of the document list provides you with almost all basic features that are also available on the Documents page, on the Ribbon, such as Open File, New, Edit, Delete, Mark as Favorite, Update Document List, Clean Up Document List, File Properties, Copy and Paste. It has also such features as Expand and Collapse All Groups, Choose Fields and Settings from the document. Right-click in the document list to open the context menu.